Institutional Ownership
Doubleline ETF Trust
CUSIP 25861R204SHILLER CAPE U SCAPEQ1 2026
13D / 13G Filings
1
Schedule 13D/13G on record
Beneficial Filers
1
Distinct reporting persons
Largest Stake
5.1%
Max % of class reported
Institutional Holders
47
13F filers (latest quarter)
Beneficial Owners — Schedule 13D / 13G
1 filings · latest Nov 3, 2025
| # | Filed | Reporting Person | Form | % of Class | Shares | Filing |
|---|---|---|---|---|---|---|
| 1 | Nov 3, 2025 | Foundations Investment Advisors, LLC | 13G | 5.1% | 514.5K | SEC |
Top Institutional Holders (13F)
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Straightline Group LLC | 936.2K | $28.88M |
| 2 | Walled Lake Planning & Wealth Management, LLC | 811.4K | $25.03M |
| 3 | Foundations Investment Advisors, LLC | 732.4K | $22.60M |
| 4 | Ubs Group AG | 402.3K | $12.41M |
| 5 | Waddell & Associates, LLC | 333.9K | $10.30M |
| 6 | Santori & Peters, Inc. | 254.2K | $7.84M |
| 7 | Hf Advisory Group, LLC | 137.7K | $4.25M |
| 8 | Citadel Advisors LLC | 133.3K | $4.11M |
| 9 | Bank Of Montreal /Can/ | 119.2K | $3.68M |
| 10 | Csenge Advisory Group | 98.1K | $3.03M |